Purchases and Sales Made in Q1 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-59- 0.81% |
$5.44K - $6.35K
|
7.23K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.51% |
$5.63K - $6.57K
|
11.8K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-63- 5.38% |
$5.81K - $6.78K
|
1.11K
$118K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.1% |
$5.91K - $6.89K
|
5.73K
$609K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-65- 1.55% |
$6K - $7K
|
4.12K
$437K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-65- 26.0% |
$6K - $7K
|
185
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65- 0.54% |
$6K - $7K
|
11.9K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-68- 1.19% |
$6.27K - $7.32K
|
5.63K
$598K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-68- 1.05% |
$6.27K - $7.32K
|
6.41K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-68- 0.57% |
$6.27K - $7.32K
|
11.8K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-69- 1.96% |
$6.37K - $7.43K
|
3.45K
$366K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-70- 1.23% |
$6.46K - $7.54K
|
5.64K
$598K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-71- 1.48% |
$6.55K - $7.65K
|
4.73K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-72- 1.48% |
$6.64K - $7.75K
|
4.79K
$508K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-73- 0.24% |
$6.74K - $7.86K
|
29.7K
$3.16M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-74- 0.07% |
$6.83K - $7.97K
|
111K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-74- 2.48% |
$6.83K - $7.97K
|
2.91K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-75- 2.63% |
$6.92K - $8.08K
|
2.78K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-75- 1.45% |
$6.92K - $8.08K
|
5.1K
$542K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-77- 1.04% |
$7.1K - $8.29K
|
7.3K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-78- 32.37% |
$7.2K - $8.4K
|
163
$17.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-80- 0.34% |
$7.38K - $8.61K
|
23.7K
$2.52M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-80- 0.7% |
$7.38K - $8.61K
|
11.3K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 4.75% |
$7.66K - $8.94K
|
1.66K
$177K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-84- 80.77% |
$7.75K - $9.05K
|
20
$2.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-85- 0.36% |
$7.84K - $9.15K
|
23.7K
$2.52M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-87- 7.53% |
$8.03K - $9.37K
|
1.07K
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-87- 2.16% |
$8.03K - $9.37K
|
3.93K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-88- 3.54% |
$8.12K - $9.48K
|
2.4K
$255K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-89- 4.19% |
$8.21K - $9.58K
|
2.03K
$216K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-89- 3.43% |
$8.21K - $9.58K
|
2.5K
$266K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-89- 0.95% |
$8.21K - $9.58K
|
9.29K
$986K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.42% |
$8.4K - $9.8K
|
21.5K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-91- 2.67% |
$8.4K - $9.8K
|
3.32K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-93- 1.29% |
$8.58K - $10K
|
7.1K
$753K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-95- 1.25% |
$8.77K - $10.2K
|
7.5K
$796K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-95- 3.75% |
$8.77K - $10.2K
|
2.44K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-98- 1.55% |
$9.04K - $10.6K
|
6.21K
$659K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-100- 0.43% |
$9.23K - $10.8K
|
23K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 9.24% |
$9.23K - $10.8K
|
982
$104K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 0.53% |
$9.23K - $10.8K
|
18.7K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-103- 0.09% |
$9.5K - $11.1K
|
116K
$12.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-106- 0.26% |
$9.78K - $11.4K
|
40.4K
$4.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-106- 0.68% |
$9.78K - $11.4K
|
15.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-108- 3.09% |
$9.97K - $11.6K
|
3.39K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-112- 0.65% |
$10.3K - $12.1K
|
17K
$1.81M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-117- 0.56% |
$10.8K - $12.6K
|
20.6K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-120- 2.24% |
$11.1K - $12.9K
|
5.24K
$556K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-120- 0.42% |
$11.1K - $12.9K
|
28.4K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-121- 3.93% |
$11.2K - $13K
|
2.96K
$314K
|